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EPR Properties

418 hedge funds and large institutions have $3.52B invested in EPR Properties in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 170 increasing their positions, 114 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 38

49% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 114

45% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $16.2M

15% more capital invested

Capital invested by funds: $3.07B → $3.52B (+$451M)

8% more funds holding

Funds holding: 387418 (+31)

2.74% more ownership

Funds ownership: 76.77%79.51% (+2.7%)

Holders
418
Holders Change
+31
Holders Change %
+8.01%
% of All Funds
5.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
73
Increased
170
Reduced
114
Closed
38
Calls
$23.4M
Puts
$16.2M
Net Calls
+$7.28M
Net Calls Change
+$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
KFSC
301
Keystone Financial Services (Colorado)
Colorado
$208K +$188K +3,569 New
AIA
302
Arrow Investment Advisors
Maryland
$205K +$186K +3,523 New
JSL
303
JT Stratford LLC
Georgia
$205K +$185K +3,519 New
MSRPS
304
Maryland State Retirement & Pension System
Maryland
$204K +$184K +3,497 New
HWA
305
Heritage Wealth Advisors
Virginia
$175K
VIA
306
Virtus Investment Advisers
Connecticut
$171K -$26.1K -496 -14%
AF
307
Allworth Financial
California
$168K +$91.8K +1,743 +154%
Public Employees Retirement Association of Colorado
308
Public Employees Retirement Association of Colorado
Colorado
$166K
BNP Paribas Asset Management
309
BNP Paribas Asset Management
France
$165K +$149K +2,837 New
EP
310
Essential Partners
California
$162K +$146K +2,777 New
Fidelity International
311
Fidelity International
Bermuda
$155K -$80.7K -1,532 -37%
PS
312
Principal Securities
Iowa
$151K +$68.2K +1,295 +100%
IA
313
IFP Advisors
Florida
$144K +$62.5K +1,186 +93%
KBC Group
314
KBC Group
Belgium
$139K -$64K -1,214 -34%
S
315
SignatureFD
Georgia
$137K -$11K -209 -8%
HCA
316
Harbor Capital Advisors
Illinois
$129K +$8.8K +167 +8%
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$128K -$179K -3,405 -61%
SOW
318
State of Wyoming
Wyoming
$127K +$114K +2,172 New
Fifth Third Bancorp
319
Fifth Third Bancorp
Ohio
$116K +$2.06K +39 +2%
HI
320
Harbour Investments
Wisconsin
$115K +$3.74K +71 +4%
GI
321
GAMMA Investing
California
$115K +$5.48K +104 +6%
TRCT
322
Tower Research Capital (TRC)
New York
$107K +$10.5K +200 +12%
CF
323
Centaurus Financial
California
$103K +$93K +1,765 New
HNB
324
Huntington National Bank
Ohio
$101K +$37.2K +707 +69%
Jones Financial Companies
325
Jones Financial Companies
Missouri
$101K -$4.21K -80 -4%

EPR Hedge Fund Activity: Q2 2025 in Review

418 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2025, worth a combined $3.52B — up 15% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new EPR positions and 38 closed out — a net gain of 35 holders — while 170 added to existing stakes and 114 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $40.3M. The largest seller was UBS Group, cutting an estimated $21.7M.

  • 418 institutional investors held EPR Properties (EPR) as of Q2 2025, up from 387 in Q1 2025.
  • Funds reported $3.52B of EPR Properties stock for Q2 2025, up 15% quarter-over-quarter.
  • 73 funds opened new EPR Properties positions in Q2 2025 and 38 closed out, a net change of +35 holders.
  • The largest EPR Properties buyer in Q2 2025 was Wellington Management Group, an estimated $40.3M added.
  • The largest EPR Properties seller in Q2 2025 was UBS Group, an estimated $21.7M sold.

Based on aggregated 13F filings for Q2 2025.